We manage our income to ensure that it is used to its full advantage in achieving our strategic aims. However, we recognise that in order to expand and continue our vital work, advice and awareness we need to diversify our income and develop good fundraising streams and supporter networks. We ensure that our fundraising planning reflects our current and future need, and we have clear policies on how we manage our restricted and designated reserves to ensure service continuity.
Registered with the Fundraising Regulator
Medaille Trust is proud to be registered with the Fundraising Regulator, the independent regulator of charitable fundraising. Being registered to the Fundraising Regulator means we are committed to its Fundraising Promise which outlines our commitment to donors and the public. This means we ensure that our fundraising is legal, open, honest and respectful. The standards for fundraising are set out in the Code of Fundraising Practice.
We will commit to high standards
We will be respectful
We will be fair and reasonable
We will be accountable and responsible
If you have any questions or concerns, you can contact us via firstname.lastname@example.org or in writing to: The Medaille Trust, Cathedral Centre, 3 Ford Street, Salford M3 6DP
To ensure that we take all reasonable care to protect vulnerable adults, Medaille Trust complies with the Institute of Fundraising guidance set out in the document called “Treating Donors Fairly: Responding to The Needs of People in Vulnerable Circumstances and Helping Donors Make Informed Decisions”. Medaille Trust requires its staff and any agencies contacting members of the public on our behalf to comply with guidelines provided by the Direct Marketing Association and the Public Fundraising Regulatory Association. These guidelines do not cover children and young people under the age of 18, and we do not actively seek donations from them.
Medaille Trust undertakes fundraising in order to support projects aimed at those whose lives are affected by sight loss. We aim to communicate with supporters in the ways in which they are most comfortable, and this includes mail, email, SMS, phone and in person.
Every donor is an individual with a unique background, experiences and circumstances – and every interaction between a fundraiser and donor is different. Medaille Trust does not identify vulnerable adults based on broad personal characteristics such as disability or age. We believe that everyone should have the opportunity to donate if they are willing and able to do so, and that denying people the chance to give based on appearance, age or behaviour may be considered discriminatory.
It is inevitable that we will come into contact with people who are vulnerable and not able to make informed decisions about their giving. This can happen either through our own communications or through communications from the agencies who work on our behalf. This document outlines how we take all reasonable care to identify supporters who may be vulnerable, and what action we take if we suspect a person is vulnerable.
Complying with regulation and best practice
The Institute of Fundraising General Principles clause 1.2 e) states that: “Fundraisers MUST take all reasonable steps to treat a donor fairly, enabling them to make an informed decision about any donation. This MUST include taking into account the needs of any potential donor who may be in a vulnerable circumstance or require additional care and support to make an informed decision. ii) Fundraisers MUST NOT exploit the credulity, lack of knowledge, apparent need for care and support or vulnerable circumstance of any donor at any point in time.”
The Medaille Trust fundraising abides by the four key principles of the Institute of Fundraising’s “Treating Donors Fairly” policy, which are:
“Respect – treating all members of the public respectfully. This means being mindful of, and sensitive to, any particular need that a donor may have. It also means striving to respect the wishes and preferences of the donor, whatever they may be.
Fairness – all donors should be treated fairly. This includes not discriminating against any group or individual based on their appearance or any personal characteristic.
Responsive – this means responding appropriately to the different needs that a donor may have. The onus should be on the fundraiser to adapt his or her approach (tone, language, communication technique) to suit the needs and requirements of the donor.
Accountable – it is up to fundraisers and charities to take responsibility and care to ensure that their fundraising is happening to a high standard. When thinking about ways of communicating with different people and fundraising appropriately, different charities should consider what processes and procedures they may need in place. Charities may want to develop their own internal guidance on this area and consider how to ensure that their fundraisers are appropriately trained and supported.” Medaille Trust has clear safeguarding and vulnerable person’s policies to which all staff must adhere and these are followed within all fundraising practices.
Identifying vulnerable people
By ‘a vulnerable adult’, we mean those people who are lacking the ability, either temporarily or permanently, to make an informed decision about donating money to The Medaille Trust. There are a number of factors which can contribute to vulnerability. Examples of indicators which could mean that an individual is in a vulnerable circumstance or needs additional support could include:
It is not feasible to provide a comprehensive set of factors or characteristics which would enable fundraisers to always identify an individual who is in vulnerable circumstances. We therefore follow the guidance on indicators of vulnerability, laid down by the Institute of Fundraising. This guidance includes:
Indicators that an individual appears confused, such as:
Indicators that the individual may have physical difficulties, such as:
Indicative statements that suggest a lack of mental capacity, such as:
We can at times identify vulnerable adults through written communications:
Family members / carers
We may also be alerted to a supporter being vulnerable by a family member or carer. Where we have been given this information we act upon this, by asking the supporter what kind of communication, if any, is acceptable.
What we do if we suspect a supporter is vulnerable
We follow the Institute of Fundraising guidance if we suspect that a donor lacks the capacity to make a decision about the donation which states that “a donation should not be taken. If after the donation is taken the charity receives evidence that the person lacked capacity to make the decision to donate, then the charity can and should return the donation because the original donation was invalid. … If a donor is found to lack capacity, the organisation should put in place measures to ensure that donations are not solicited from them in the future.”
If you have any questions or concerns, you can contact us via email@example.com or in Writing to Medaille Trust The Medaille Trust Cathedral Centre 3 Ford Street Salford M3 6DP